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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
1801
Tyler-Stone Wealth Management
Ohio
$160K -$109K -597 -38%
CP
1802
Castleview Partners
Texas
$160K -$4.2K -23 -2%
EBA
1803
Eagle Bay Advisors
New York
$160K +$33.4K +183 +23%
PMFA
1804
Plante Moran Financial Advisors
Michigan
$160K +$163K +891 +1,024%
AWM
1805
Avior Wealth Management
Nebraska
$155K +$28.1K +154 +19%
CDIA
1806
Capital Directions Investment Advisors
Georgia
$152K -$170K -928 Closed
JEST
1807
JTC Employer Solutions Trustee
Jersey
$152K – – –
IBOK
1808
Independence Bank of Kentucky
Kentucky
$150K +$7.31K +40 +5%
SOW
1809
State of Wyoming
Wyoming
$150K +$97.2K +532 +139%
TFP
1810
Tilia Fiduciary Partners
North Carolina
$149K -$8.4K -46 -5%
OCM
1811
Orion Capital Management
California
$143K – – –
LWCFA
1812
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$141K -$142K -776 -47%
CAC
1813
Core Alternative Capital
Georgia
$133K +$104K +572 +240%
DI
1814
Disciplined Investments
Oklahoma
$129K -$365 -2 -0.3%
Cohen & Steers
1815
Cohen & Steers
New York
$128K – – –
FNBOSM
1816
First National Bank of South Miami
Florida
$127K -$21.7K -119 -13%
PB
1817
Pinnacle Bancorp
Nebraska
$126K – – –
EW
1818
Evoke Wealth
California
$124K -$8.77K -48 -6%
ST
1819
Sageworth Trust
Pennsylvania
$123K – – –
TCWA
1820
Ten Capital Wealth Advisors
Washington
$120K +$33.2K +182 +33%
FDCC
1821
Foster Dykema Cabot & Co
Massachusetts
$119K – – –
TFGT
1822
TS Financial Group (TSFG)
Illinois
$117K -$731 -4 -0.6%
UIA
1823
Ulland Investment Advisors
Minnesota
$117K – – –
GFPC
1824
Global Financial Private Client
Florida
$117K – – –
PP
1825
Pacifica Partners
Canada
$115K – – –